INSPIRION WEALTH ADVISORS, LLC
CIK: 1633448SEC EDGAR →
Portfolio Value
$442.4B
Holdings
185
As of
Q3 2026
New Positions
8
Closed Positions
11
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 1,109,820 | $100.0B | 22.60% |
| 2 | CAPITAL GROUP INTL FOCUS EQT | 2,099,464 | $72.0B | 16.27% |
| 3 | JANUS DETROIT STR TR | 872,789 | $44.0B | 9.96% |
| 4 | JANUS DETROIT STR TR | 882,191 | $37.3B | 8.43% |
| 5 | BLACKROCK ETF TRUST II | 712,776 | $37.0B | 8.36% |
| 6 | HARBOR ETF TRUST | 685,113 | $24.2B | 5.46% |
| 7 | FIRST TR EXCHANGE-TRADED FD | 427,270 | $20.7B | 4.68% |
| 8 | ABBOTT LABORATORIES | 172,657 | $17.1B | 3.86% |
| 9 | WORLD GOLD TR | 114,893 | $9.4B | 2.13% |
| 10 | SPDR SERIES TRUST | 119,701 | $7.3B | 1.65% |
Quarterly Changes
New Positions (14)
$1.1B · 19K shares
$562.5M · 8K shares
FIDELITY MERRIMACK STR TR
$252.2M · 5K shares
$48.3M · 185K shares
EXXONMOBIL HOLDINGS CORP
$1.0M · 6K shares
$317K · 2K shares
SPACE EXPLORATION TECHN CORP
$308K · 2K shares
$281K · 1K shares
$240K · 2K shares
$238K · 442 shares
$236K · 350 shares
$228K · 985 shares
$206K · 1K shares
$205K · 1K shares
Closed Positions (14)
$1.7B · 29K shares
$583.5M · 8K shares
$219.8M · 2K shares
$215.7M · 8K shares
$208.5M · 11K shares
$207.9M · 6K shares
$50.1M · 199K shares
$24.3M · 10K shares
$8.9M · 25K shares
$910K · 7K shares
$623K · 6K shares
$571K · 2K shares
$311K · 904 shares
$256K · 896 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 95 | $389.7B | 88.1% |
| Healthcare | 17 | $28.4B | 6.4% |
| Technology | 27 | $13.1B | 3.0% |
| Unknown | 12 | $5.2B | 1.2% |
| Consumer Cyclical | 6 | $2.5B | 0.6% |
| Real Estate | 1 | $1.5B | 0.3% |
| Consumer Defensive | 8 | $1.4B | 0.3% |
| Industrials | 11 | $657.5M | 0.1% |
| Communication Services | 4 | $7.8M | 0.0% |
| Utilities | 3 | $689K | 0.0% |
| Energy | 1 | $281K | 0.0% |